Filed December 11, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC Service code 11 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 060334417 | Actuarial | $50,926 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 06-0850628 401 NORTH TYRON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $35,483 |
Filed as: AMERIPRISE FINANCIAL, INC Service code 27 · EIN 13-3180631 1099 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $8,904 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 7.07% | 10.38%-3.3pp | 6.89%+0.2pp | 8.21%-1.1pp |
| Employer contribution / active EE | $0 | $22,557-100.0% | $43,785-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |